who will become tomorrow's mobility providers? will become tomorrow's mobility providers?...
TRANSCRIPT
Who will become tomorrow's mobility providers?
Autonomous vehicle webinar, March 24th 2016
Viviane Chilton
Speakers
Benoit Chevalier
The autonomous vehicleslandscape
Patent and non-patent data analysis
The autonomous vehicle is capable of going from point A to B without human intervention.
What is at stake withthe autonomous vehicles?
Why are they so important?
A vehicle capable of going from point A to B without human intervention.
security
roadway capacity
physical space
energy efficiency
More
Self-driving is the topic of conversation everywhere…
A vehicle capable of going from point A to B without human intervention.
Source : Google Trends
… be a game changer
Robin Li Baidu CEO
…on the way to accident-free driving
Dieter ZetscheDaimler CEO
…complete autonomy in approximately two years
Elon Musk Tesla CEO
An autonomous vehicle must know where it is , sense what surrounds it and decide what will be the next move
Hardware + Software + Service
Lidar
GPS
Videocameras
Radarsensors
Centralcomputer
Ultrasonicsensors
More than 1,300patent familiesalive since 2004
And 1,700 scientificpublications
Focus on the highestautonomy levels
0
50
100
150
200
250
300
2004 2005 2006 2007 2008 2009 2010 2011 2012 2013 2014 2015
Patents
Articles
2014 and 2015 incomplete
Automotiveplayers have taken the lead
50% patents applied by an automotivecompany
One autonomous vehicletwo different roads
Automotive players
Recent patent applications cover mainlyincrementalinnovations.
BoschPark assistSteering assist
General MotorsSecurityAnti-collision
Recent patent publication from Intellixir©
Recent patent publication from Intellixir©
New entrant
Google gets intothe market with a disruptive approach.
GOOGLE Recent patent publication from Intellixir©
Bad weather conditions
Behavior determination
Switch manual/automatic driving mode
New entrants
Behind Google, a forest of new players withnew rules.
START-UPSnuTONOMY [US]NEURALA [US]COGNIVUE [CA]NEYA SYSTEMS [US]
CRUISE AUTOMATION [US
GENOVA ROBOT [IT]
ROBO TEAM [ISRAEL]
OTTOMATIKA [US]
PRECISE PATH ROBOTICS [US]
….
SERVICES
ZIPCAR [US]UBER [US]MOBIAG [PT]HOPON [US]
INTEGRITY VEHICLE SOLUTIONS [US]
WILMINGTON TRUST [US]
HARTFORD FIRE INSURANCE [US]
…
IT
IBMNOKIA HERE
CISCO
BAIDU
MICROSOFT
INTELLIGENT TECHNOLOGIES INTERNATIONAL
TOPCON
…
Beyond patents, skills transfer.
Carnegie Mellon
VWBMWVolvo
Managers
FordHyundaiTesla
Important movements of employees
Scientists& Patent inventors
50
Scientists& Patent inventors
10
Managers
Continental
Uber
Tesla
What are the first conclusions?
BOSCHCONTINENTAL
RENAULT
VW
TOYOTA
NISSAN
FIAT
GOOGLEUBERAPPLE
BAIDU
Maintain the value chain
Offer new services
DisruptiveIncremental
Enter a new market
Smooth changes for users
Two visions…
Prospective:The differentfutures for transportation, autonomousand shared
According to a Deloitte study …
Graphic: Deloitte University Press | DUPress.com
The bet: consumers will easily spend $10 for a ride with an autonomous vehicle sooner than spending $20,000 for the same vehicle
Google, Baidu, Uber, Apple …
PROTECTING
COLLABORATING
Ford and GoogleBaidu and BMWUber and US Universities…
GoogleBaiduUber
TESTING
2,000,000 km (2012-2015)First test on open road (2015)
First test on open road (2015)
Key signalSome car manufacturers converge into service suppliers.
A Spotify subscription for car ownership
There's this interesting middle ground between public transport and private taxis or car hailing services, where you want something a little cheaper than a taxi or Uber ride , but you don't want to take the bus.
Ford is a mobility provider,not just a vehicle manufacturer.
Ken WashingtonVice president of researchand advanced engineering
FORD
LYFT
500$M to developridesharing
General Motors
Ford
Who’s really behind the autonomous vehicles technology?Who are the other winners?
Top assignees Patent Families
SICK 32GOOGLE 30
DENSO 20
ROBERT BOSCH 17
GENERAL MOTORS 15
LEDDARTECH 12
IBEO 10
TRILUMINA 8FORD 8
CHERY AUTOMOBILE 7
QUANERGY 6FARO TECHNOLOGIES 6
CONTINENTAL TEVES 5
VOLKSWAGEN 5
LEICA GEOSYSTEMS 5
ASC 4OMRON 4
VELODYNE 4
Top assigneesPatent
Families
ROBERT BOSCH 79
GENERAL MOTORS 66
SAMSUNG 41
MICROSOFT 40
NISSAN MOTOR 37
PANASONIC 35
MAGNA
ELECTRONICS33
GOOGLE 30
FORD GLOBAL TECHNOLOGIES 29
TOYOTA MOTOR 29
DENSO 29
SONY 27
MOBILEYE 23
HONDA 23
DELPHI 21
Top assignees Patent Families
HERE 119GARMIN 44
TOMTOM 37
ELEKTROBIT 28DENSO 19
GOOGLE 19
AISIN 17
TELE ATLAS 17
MITSUBISHI ELECTRIC 15
ROBERT BOSCH 13
PANASONIC 10
VECTOR INFORMATIK 10MITAC 10
Top assignees Patent Families
TEXAS INSTRUMENTS 283
NVIDIA 279
RENESAS ELECTRONICS 169
NXP 101
ANALOG DEVICES 51
XILINX 44
CADENCE DESIGN SYSTEMS 27
PROCESSINGDATA FUSION
Who will first become tomorrow's mobility provider?
How to assessthe candidates?
Winners will be:
The first to master and claim ownership of an autonomous vehicleservice.
Building experience projectand relevant partnershipthrough ambitious
Acquiring missingknowledge
Preparing its position withinthe new value chain
Patent application
Landscape froma standardpatent assessment
AISIN
AUDI
BMW
CARNEGIE MELLON
CONTINENTAL
FORD
GM
GENTEX
HERE
HONDA
HYUNDAI
INTEL
INTELLIGENT TECH INTER
MOBILEYE
NISSAN
BOSCH
SICK
TOYOTA
VALEOVOLKSWAGEN
VOLVOPA
TE
NT
QU
ALI
TY
PATENT VALUESource : Questel Consulting
Who will first become the future mobility provider?
INNOVATION CAPACITY
LEV
EL
OF
MAT
UR
ITY GOOGLE
DELPHI
GMVOLVO
AUDIBOSCH TESLA
UBERBAIDU
FORDOthercompanies
How ? By adding information regardinginvestments, acquisitions and impact on the market… And the landscape is quite different.
Source : Questel Consulting
The positions are not yet set. The race is on!
Why are we different?
We are exhaustive .
We are focused .
We are experts .
We are customized .
